Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,728 | $56,060-66.6% | $76,002-75.4% | $80,874-76.8% |
| Participation rate | 41.4% | 62.0%-20.7pp | 69.1%-27.7pp | 67.6%-26.3pp |
| Annual return | 9.84% | 20.54%-10.7pp | 360.07%-350.2pp | 35.62%-25.8pp |
| Employer contribution / active EE | $1,072 | $1,873-42.8% | $2,688-60.1% | $2,756-61.1% |
| Participant deferral / active EE | $1,806 | $3,051-40.8% | $4,257-57.6% | $4,297-58.0% |
| Admin fee / account holder | $1,016 | $5,237-80.6% | $6,414-84.2% | $6,935-85.4% |